Portfolio Management Services (PMS)Compare Schemes
Alchemy High Growth vs Care PMS - Growth Plus Value Strategy
Add SchemeGrowth of ₹1 Crore
Alchemy High Growth
Care PMS - Growth Plus Value Strategy
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.23%
1.27%
6 Months
0.96%
11.91%
1 Year
14.90%
10.06%
3 Years
14.68%
13.81%
5 Years
10.31%
13.88%
Since Inception
19.96%
20.20%
Fund Age
24 yrs 3 mo
15 yrs 1 mo
AUM
₹757.54 Cr
₹980.13 Cr
Alpha – 1 Year
10.18%
5.36%
Alpha – 3 Years
2.59%
1.71%
Information Ratio – 3 Years
0.54
0.21
Volatility – 1 Year
22.77%
18.76%
Volatility – 3 Years
22.88%
19.39%
Beta – 1 Year
1.00
0.98
Beta – 3 Years
1.22
1.05
Sharpe Ratio – 1 Year
0.49
0.32
Sharpe Ratio – 3 Years
0.49
0.49
Worst Rolling Year
-9.25%
-23.74%
Value at Worst Rolling Year
₹0.91 Cr
₹0.76 Cr
Deepest Drawdown
−36.23%
−24.32%
Recovery Period
395 days
Not yet recovered
1-Year Rolling Windows Positive
90.02%
84.14%
Median Rolling Year
15.11%
24.84%
5-Year Rolling Windows Positive
—
95.08%
Market-Cap Mix
L 41% · M 14% · S 34%
L 9% · M 13% · S 73%
Number of Stocks
62
20
Portfolio P/E
36.83
22.60
Top 5 Holdings
Multi Commodity Exchange of India Ltd · 7.33%
BSE Ltd · 5.86%
National Aluminium Company Ltd · 5.30%
Lloyds Metals & Energy Ltd · 5.06%
Nippon Life India Asset Management Ltd · 4.84%
Arvind Ltd · 10.43%
JK Paper Ltd · 8.49%
Saregama India Ltd · 8.48%
Zydus Lifesciences Ltd · 8.46%
Paradeep Phosphates Ltd · 6.46%
Top Sectors
—
Fast Moving Consumer Goods · 15.03%
Textiles · 14.14%
Chemicals · 13.53%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%